Maltin Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Maltin Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Buy	31,472 +1,947	+7%	+$111K	0.56%	48
2026 Q1	$1.81M	Sell	29,525 -3,034	-9%	-$163K	0.69%	42
2025 Q4	$1.46M	Sell	32,559 -1,209	-4%	-$53.8K	0.58%	49
2025 Q3	$1.51M	Buy	33,768 +744	+2%	+$32.6K	0.63%	46
2025 Q2	$1.4M	Sell	33,024 -712	-2%	-$29.7K	0.63%	45
2025 Q1	$1.58M	Buy	33,736 +1,086	+3%	+$49K	0.74%	42
2024 Q4	$1.4M	Buy	32,650 +1,130	+4%	+$51.4K	0.69%	44
2024 Q3	$1.38M	Buy	31,520 +392	+1%	+$17.5K	0.67%	43
2024 Q2	$1.42M	Buy	31,128 +310	+1%	+$14.4K	0.76%	42
2024 Q1	$1.45M	Buy	30,818 +494	+2%	+$21.2K	0.82%	39
2023 Q4	$1.27M	Sell	30,324 -608	-2%	-$26K	0.81%	40
2023 Q3	$1.4M	Buy	30,932 +840	+3%	+$36.8K	0.98%	39
2023 Q2	$1.22M	Buy	30,092 +1,810	+6%	+$73.7K	0.86%	38
2023 Q1	$1.17M	Sell	28,282 -3,312	-10%	-$142K	0.84%	40
2022 Q4	$1.38M	Buy	31,594 +2,306	+8%	+$100K	1.01%	37
2022 Q3	$1.05M	Buy	29,288 +298	+1%	+$11.3K	0.83%	43
2022 Q2	$1.04M	Buy	28,990 +306	+1%	+$12.3K	0.75%	48
2022 Q1	$1.1M	Buy	28,684 +96	+0.3%	+$3.33K	0.72%	47
2021 Q4	$793K	Buy	28,588 +1,166	+4%	+$32.9K	0.48%	63
2021 Q3	$714K	Sell	27,422 -174	-0.6%	-$4.31K	0.44%	58
2021 Q2	$743K	Buy	27,596 +246	+0.9%	+$6.4K	0.45%	56
2021 Q1	$671K	Buy	27,350 +410	+2%	+$9.46K	0.44%	57
2020 Q4	$511K	Sell	26,940 -3,388	-11%	-$58.4K	0.36%	61
2020 Q3	$454K	Buy	30,328 +488	+2%	+$8.66K	0.32%	60
2020 Q2	$565K	Sell	29,840 -22,458	-43%	-$418K	0.43%	53
2020 Q1	$760K	Buy	+52,298	New	+$1.24M	0.65%	41

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Maltin Wealth Management's XLE Position: Q2 2026 in Review

Maltin Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.6% in Q2 2026, buying an estimated $111K and bringing the position to 31,472 shares worth $1.67M. The position accounts for 0.56% of the portfolio, ranked #48.

Maltin Wealth Management first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.81M in Q1 2026. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Maltin Wealth Management held 31,472 shares of State Street Energy Select Sector SPDR ETF worth $1.67M as of Q2 2026.
Maltin Wealth Management bought 1,947 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
State Street Energy Select Sector SPDR ETF made up 0.56% of Maltin Wealth Management's portfolio in Q2 2026, its #48 holding.
Maltin Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Maltin Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $1.81M in Q1 2026.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.